Morton Brown Family Wealth Portfolio holdings
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Schwab US Broad Market ETF
SCHB
|
+$2.55M |
| 2 |
Avantis US Small Cap Value ETF
AVUV
|
+$1.83M |
| 3 |
PIMCO Intermediate Municipal Bond Active Exchange-Traded Fund
MUNI
|
+$1.44M |
| 4 |
iShares National Muni Bond ETF
MUB
|
+$1.25M |
| 5 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
+$1.09M |
Top Sells
| Rank | Stock | Value |
|---|---|---|
| 1 |
Air Products & Chemicals
APD
|
+$787K |
| 2 |
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
|
+$507K |
| 3 |
Schwab International Small-Cap Equity ETF
SCHC
|
+$248K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$180K |
| 5 |
Vanguard Morningstar Total Stock Market ETF
VTI
|
+$175K |
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 1.9% |
| 2 | Financials | 0.44% |
| 3 | Consumer Discretionary | 0.29% |
| 4 | Industrials | 0.27% |
| 5 | Energy | 0.25% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
351
Shopify
SHOP
$193B
| – | – |
-150
| Closed | -$15.9K |
|
352
Snowflake
SNOW
$118B
| – | – |
-90
| Closed | -$13.9K |
|
353
Teladoc Health
TDOC
$1.2B
| – | – |
-11
| Closed | -$100 |
|
354
Williams Companies
WMB
$90B
| – | – |
-125
| Closed | -$6.76K |
|
355
XPeng
XPEV
$11.3B
| – | – |
-50
| Closed | -$591 |
|
356
Zoom
ZM
$30.5B
| – | – |
-27
| Closed | -$2.2K |
|
357
Solventum
SOLV
$14.2B
| – | – |
-25
| Closed | -$1.65K |
|
|
XYZ
358
Block Inc
XYZ
$46.5B
| – | – |
-1,000
| Closed | -$85K |
|
|
NKLA
359
DELISTED
Nikola Corporation Common Stock
NKLA
| – | – |
-4
| Closed | -$5 |
|
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Morton Brown Family Wealth's Q1 2025 Portfolio in Review
As of Q1 2025, Morton Brown Family Wealth held 359 positions worth $294M, up 2.5% from $287M the previous quarter. Its ten largest holdings account for 77% of the portfolio.
Morton Brown Family Wealth deployed $11.5M of net new capital in Q1 2025, opening 75 new positions and adding to 74 existing holdings. Its largest new stake was State Street SPDR Portfolio High Yield Bond ETF: 5,102 shares worth $119K.
By sector, the portfolio is most concentrated in Technology at 1.9% of assets, down from 2.2% a quarter earlier, followed by Financials and Consumer Discretionary.
On the sell side, the largest reduction was Air Products & Chemicals, an estimated $787K trimmed.
- Morton Brown Family Wealth's largest Q1 2025 buy was State Street SPDR Portfolio High Yield Bond ETF: 5,102 shares worth $119K.
- Morton Brown Family Wealth added most to Schwab US Broad Market ETF in Q1 2025, an estimated $2.55M increase.
- Morton Brown Family Wealth's biggest Q1 2025 reduction was Air Products & Chemicals, cutting an estimated $787K.
- Morton Brown Family Wealth fully exited Comerica in Q1 2025, selling an estimated $93.6K.
- Morton Brown Family Wealth's ten largest holdings make up 77% of its $294M portfolio in Q1 2025.
- Morton Brown Family Wealth opened 75 new positions and closed 34 in Q1 2025.
- Morton Brown Family Wealth's portfolio value rose 2.5% quarter-over-quarter to $294M.
Based on Morton Brown Family Wealth's 13F filing for Q1 2025, filed 25 Apr 2025.